Collect Account Details

Send an email requesting account details.

  "direction": "credit",
  "fields": ["nameOnAccount", "accountType", "accountNumber", "routingNumber", "address", "ibanNumber", "swiftCode"],
  "custom_redirect": ""


Setting a custom email domain

Modern Treasury by default will send emails from You can set up a custom email domain here.


Resending the collect email

If you are still waiting on the counterparty's account information, you may resend them the email by calling this endpoint again. If you do that, the is_resend field will be true.


Available only if organization is live

You will not be able to collect counterparty information via automated email unless your organization has gone live. If it has, you can execute this endpoint in both sandbox and live (production) environments.

Click Try It! to start a request and see the response here!